Q2 2026 13F · SEC CIK 1592614

Dempze Nancy E

Investment managerFiled 2026-08-13 for Q2 2026. Open the filing ↗ · All SEC filings ↗

Reported 13F value: $209.0M
Reported positions: 91
Top holdings a year, 3 yrs: +16.2%
Average holding period: 7.0 yrs

Dempze Nancy E is an investment manager that reported 91 positions worth $209.0M in its Q2 2026 13F, filed 2026-08-13. Its largest holdings were Alphabet Inc (GOOGL, 5.4%), Nvidia Corporation Com (NVDA, 5.3%), Advanced Micro Devices Inc (AMD, 5.1%). A portfolio copying its top holdings returned 16.2% a year over the last 3 years, against 20.4% for the S&P 500.

Dempze Nancy E holdings largest 50 of 91 positions.

Weights are shares of the filer's total reported 13F value, compared with Q1 2026. Share changes may reflect splits; weight changes also reflect price moves. A 13F shows long US-listed positions only, up to 135 days after the fact.

Dempze Nancy E 13F holdings
Stock	% of 13F value	Q1 2026	Shares	Share change	Reported value
GOOGLAlphabet Inc	5.4%	5.1%	31,695	-2.4%	$11.3M
NVDANvidia Corporation Com	5.3%	5.5%	55,597	-2.7%	$11.1M
AMDAdvanced Micro Devices Inc	5.1%	2.2%	18,251	-8.4%	$10.6M
AAPLApple Inc	4.5%	4.5%	32,682	+0.3%	$9.5M
AMATApplied Matls Inc	4.5%	2.4%	13,062	+3.6%	$9.4M
ADIAnalog Devices Inc	4.2%	4.1%	22,072	-6.3%	$8.8M
MSFTMicrosoft Corp	3.6%	3.9%	19,983	+5.4%	$7.5M
LLYLilly Eli & Co	3.4%	2.8%	5,990	+6.4%	$7.2M
AMZNAmazon Com Inc Com	3.3%	3.3%	29,052	+0.1%	$6.9M
RTXRtx Corporation Com	2.9%	3.4%	31,857	-2.0%	$6.0M
SBGSYSchneider Electric SE - ADR	2.8%	2.7%	90,891	+1.2%	$5.9M
TJXTjx Cos Inc New Com	2.7%	3.3%	37,918	+0.4%	$5.7M
MAMastercard Inc.	2.7%	2.9%	10,923	+3.1%	$5.6M
ROKRockwell Automation Inc	2.7%	2.2%	11,261	-0.5%	$5.6M
JNJJohnson & Johnson	2.7%	3.0%	21,838	-1.2%	$5.5M
HDHome Depot Inc Com	2.4%	2.5%	14,006	+1.6%	$4.9M
PGProcter & Gamble Co Com	2.0%	2.2%	28,058	+2.7%	$4.1M
VRTXVertex Pharmaceuticals Inc	2.0%	1.9%	8,282	+6.0%	$4.1M
AXPAmerican Express Co Com	1.9%	1.6%	12,032	+22.9%	$4.1M
ADPAutomatic Data Processing Inc Com	1.9%	2.0%	17,556	+0.3%	$3.9M
ABTAbbott Laboratories	1.8%	2.5%	42,366	-4.5%	$3.8M
DHRDanaher Corporation	1.8%	2.2%	19,293	-7.6%	$3.7M
XYLXylem Inc Ny	1.7%	1.9%	29,563	+2.4%	$3.5M
ATRAptargroup Inc	1.4%	1.7%	23,107	-8.3%	$2.9M
SCHWSchwab Charles Corp	1.3%	1.3%	29,447	+14.8%	$2.7M
UBERUber Technologies Inc	1.3%	1.3%	37,429	+10.4%	$2.7M
ARIMXAmg River Road Small-Mid Cap V	1.3%	1.4%	252,648	+0.0%	$2.7M
VVisa Inc Com Cl A	1.2%	1.2%	7,249	-2.7%	$2.5M
CVXChevron Corp New	1.2%	1.6%	14,634	+2.4%	$2.4M
GQGIXAdvisors Inner Circle Fd III	1.1%	1.3%	129,061	+0.1%	$2.4M
CNICanadian Natl Ry Co	1.0%	1.0%	17,920	-1.8%	$2.1M
NEENextera Energy Inc Com	0.9%	0.7%	21,975	+62.0%	$1.9M
AVGOBroadcom Inc	0.8%	0.5%	4,621	+56.0%	$1.7M
JPMJpmorgan Chase & Co	0.8%	0.8%	5,228	+0.0%	$1.7M
BRK-BBerkshire Hathaway Inc Del	0.8%	0.9%	3,301	+0.0%	$1.7M
MSMorgan Stanley Com New	0.8%	0.8%	7,783	-9.3%	$1.6M
ABBVAbbvie Inc	0.8%	0.8%	6,336	-5.2%	$1.6M
GOOGAlphabet Inc	0.7%	0.7%	4,325	-1.8%	$1.5M
VIGVanguard Dividend Appreciation ETF	0.7%	0.7%	6,231	+0.0%	$1.5M
UNHUnitedhealth Group Inc Com	0.7%	1.1%	3,546	-53.9%	$1.5M
WCNWaste Connections Inc	0.6%	—	7,811	—	$1.3M
VDIGXVanguard Dividend Growth Fund Investor S	0.6%	0.6%	40,634	+0.0%	$1.3M
IBMInternational Business Machs	0.6%	0.7%	4,360	-20.1%	$1.2M
VGSTXVanguard Star Fd	0.5%	0.5%	31,272	+0.0%	$962K
WMWaste Mgmt Inc Del	0.4%	0.5%	4,142	+0.0%	$923K
EXELExelixis Inc	0.4%	0.4%	16,500	-10.8%	$898K
IWVIshares Russell 3000 Index	0.4%	0.4%	2,102	+0.0%	$896K
CBChubb Limited Com	0.4%	0.5%	2,600	-7.1%	$886K
CPCanadian Pacific Kansas City	0.4%	—	8,495	—	$736K
WABWabtec Corp	0.3%	0.4%	2,700	-8.5%	$728K

What Dempze Nancy E bought and sold in Q2 2026, against Q1 2026.

New positions

Q1 2026's filing was too long to tell new positions apart.

Share counts compared with the Q1 2026 13F; a split also changes share counts. The latest filing lists more than 50 positions, so a position that left the top 50 may still be held.

How the holdings did against the S&P 500.

1 year: +18.7% /yr; S&P 500 +20.1%
3 years: +16.2% /yr; S&P 500 +20.4%
5 years: +9.2% /yr; S&P 500 +11.6%

A portfolio of the filer's 20 largest 13F positions, weighted by value and rebuilt each quarter on the day the filing became public. 13Fs show long US-listed positions only, so this is an estimate of the stock picks, not the fund's reported returns.

Reported 13F value by quarter.

13F value by quarter
Quarter	13F value	Positions
Q2 2026	$209.0M	91
Q1 2026	$182.1M	92
Q4 2025	$192.0M	98
Q3 2025	$182.1M	86
Q2 2025	$173.4M	92
Q1 2025	$166.6M	93
Q4 2024	$173.2M	95
Q3 2024	$179.2M	101
Q2 2024	$145.7M	81
Q1 2024	$131.3M	62
Q4 2023	$119.6M	58
Q3 2023	$111.3M	64

Questions about Dempze Nancy E's portfolio

What stocks does Dempze Nancy E own?

Dempze Nancy E's latest 13F, for Q2 2026 and filed Aug 13, 2026, lists 91 positions worth $209.0M. The largest are Alphabet Inc (GOOGL) at 5.4%, Nvidia Corporation Com (NVDA) at 5.3%, Advanced Micro Devices Inc (AMD) at 5.1%, Apple Inc (AAPL) at 4.5% and Applied Matls Inc (AMAT) at 4.5%.

What did Dempze Nancy E buy last quarter?

In Q2 2026, Dempze Nancy E added Nextera Energy Inc Com (NEE) (+62.0% shares), Broadcom Inc (AVGO) (+56.0% shares) and American Express Co Com (AXP) (+22.9% shares), compared with its Q1 2026 filing.

What did Dempze Nancy E sell last quarter?

In Q2 2026, Dempze Nancy E cut from its top 50 Fiserv Inc (FISV), cut from its top 50 Global Pmts Inc (GPN), Unitedhealth Group Inc Com (UNH) (-53.9% shares), International Business Machs (IBM) (-20.1% shares) and Exelixis Inc (EXEL) (-10.8% shares), compared with its Q1 2026 filing.

How has Dempze Nancy E's portfolio performed?

A portfolio copying Dempze Nancy E's 20 largest 13F holdings each quarter, from the day each filing was public, returned +16.2% a year over the last 3 years, against +20.4% for the S&P 500. Over 1 year: +18.7% against +20.1%. Over 5 years: +9.2% a year against +11.6%.

When is Dempze Nancy E's next 13F filing due?

13F filings are due 45 days after each quarter ends. Dempze Nancy E's filing for the quarter ending Sep 30, 2026 is due by Nov 14, 2026; this page updates the day after it is published.